Sunoco LP (SUN)

Sunoco LP's stock has been impacted by increased quarterly distributions, with a 1.25% increase declared for the quarter ended December 31, 2025. The company reported strong financial results for the full year ended December 31, 2024, with net income of $874 million and adjusted EBITDA of $1.46 billion. Sunoco completed the acquisition of Parkland and is on track to close the TanQuid acquisition in Q4 2025.

Demand for Sunoco LP's products and services exhibits seasonality, with increased demand for motor fuel during the late spring and summer months due to higher levels of travel, recreation, and construction activities. Consequently, the volume of motor fuel distributed by Sunoco LP is generally higher in the second and third quarters of its fiscal year.

Sunoco LP is a master limited partnership focused on energy infrastructure and motor fuel distribution in the United States, operating in the Energy sector. The company's business is divided into Fuel Distribution, Pipeline Systems, and Terminals. It distributes motor fuels and other petroleum products, manages pipelines for refined products, crude oil, and ammonia, and operates transmix processing facilities and refined product terminals.

Sunoco LP operates in over 40 U.S. states and territories, as well as in Puerto Rico, Europe, and Mexico. Its midstream operations include approximately 14,000 miles of pipeline spanning 16 states. The company also owns and operates over 100 terminals across the United States, Puerto Rico, Mexico, and Europe.

Sunoco has established itself as a leading distributor of quality fuel across the nation. The company highlights its commitment to providing ethanol-blended fuels since the mid-1990s, with a notable increase in E85-R production. Sunoco also developed Optima, a stable, ethanol-free unleaded fuel for first responders and stored equipment. The company prides itself on being the largest independent fuel distributor in the United States.

Sunoco LP's ownership is a mix of institutional, retail, and individual investors. Institutional investors hold approximately 33.65% of the company's stock, while insiders own about 0.96%. Public companies and individual investors collectively hold 65.39% of the stock. Alps Advisors Inc. increased its stake in Sunoco during the third quarter, holding approximately 15.74% of Sunoco's shares. Energy Transfer LP owns the general partner of Sunoco LP.